Relationship Manager/Sr. Relationship Manager

Team: Client Experience and Business Development
Reports to: Director

Note: There is one open position each for Relationship Manager and Sr. Relationship Manager role.

Role Description

The role involves cultivating and nurturing long-term relationships with existing and prospective clients. The incumbent is expected to represent our investment philosophy and values to clients and ensure excellent client experience.

Core Responsibilities

The responsibilities include:

• Explaining our investment philosophy to prospective clients and ensure alignment
• Conduct investment discussions with clients, independently or in consultation with investment management team
• Ensure compliance requirements are adhered to
• Address client queries in a proactive manner
• Cultivate strong relationships
• Represent client to internal teams and provide feedback
• There are no financial targets

Skills

• Client and service orientation
• Excellent communication and presentation skills
• Understanding of financial markets
• Ability to engage with clients in a non-transactional manner
• Building long-term relationships
• Energetic, proactive, and hardworking
• Collaborative approach

Qualifications and Experience

• MBA (preferred but not mandatory) or Postgraduate from reputed institutes
• 2-5 years’ experience in relationship management role in any industry
• Strong academic track record
• Relevant regulatory certification that may be required from time to time

Our commitments

• We are an equal opportunities employer and encourage diversity in the work place
• A healthy work-life balance
• Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
• Excellent learning and growth potential
• Strong value system